Creating Alpha, Developing Trust

March 25, 2020 12:00 pm |
Watch highlights from this CAIS20 panel, covering:
  • Delivering better returns and client experience
  • Engaging and investing actively with managers
  • Searching for an edge with alternative data
  • Raising client awareness about the long-term nature of sustainable investing
  • Developing a client centric model based on a clear alignment of interest

Moderator: Phil Schmitt, President & Chief Executive Officer, Summerwood Group

Jeff Klein, Founding Partner, Aptitude Investment Management

Victoria Rock, Global Head of Alternatives, Legg Mason Global Asset Management

Mark Shulgan, Managing Director, Head of Growth Equity, OMERS

Michael Weinberg, Managing Director, APG and Adjunct Professor, Columbia Business School.